John Khoury, MSF
Hello! I’m John. My finance journey began at the University of Massachusetts, where internships at Fidelity Investments sparked my passion for financial planning and investing. After starting my career as a retirement consultant, I earned my master’s degree in Financial Planning from the University of Nebraska while gaining valuable industry experience.
This combination of education and hands-on work deepened my commitment to helping clients achieve their financial goals holistically. I spent seven years as a trusted financial advisor at Fidelity, followed by 15 years at Schwab, where I further honed my expertise.
Now, as a financial advisor at Savvy, with a fiduciary responsibility, I seek to provide cost-efficient, tax-smart advice, always putting my clients’ best interests first.
Boston, MA
BS in Finance - U of Massachusetts
MS in Financial Planning - U of Nebraska
Certificate in Financial Planning - U of Nebraska
"My approach revolves around a comprehensive understanding of clients' tax situations and estate plans. I encourage collaboration with their CPAs and estate planning attorneys to align our strategies seamlessly.”
John’s published work
Market Updates & Economic Outlook
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How can I help?
Retirement Planning
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Tax Optimization
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Investment Management
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Succession Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with John.
Get to know John, MSF
John Khoury is a Principal Wealth Manager at Savvy and brings 20+ years of wealth management experience working with families, business owners, and organizations. He has a passion for providing fiduciary advice to his clients and helping them with complex wealth management. He specializes in transitions, such as retirement, business sales or other liquidity events, paying for college, divorce, and the loss of a loved one.Â
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Joining Savvy in November 2023, John was VP Sr. Financial Consultant at Schwab for 15 years and VP Financial Consultant at Fidelity for 8 years. At Schwab, John worked with 400 high-net-worth families and organizations, with over $300M in advisory services.
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John Khoury lives in Boston Metrowest with his wife and three children. In his free time, he enjoys sports, family time, and volunteering with his local educational and charitable organizations.
khouryprivatewealth.com
Book a 30-minute introductory call with John.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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